Broker Name: Lim & Tan Securities
Date of Report: 05 March 2026
Excerpt from Lim & Tan Securities report.
Report Summary
- US equity markets showed a rebound after geopolitical tensions, with Nasdaq, S&P 500, and Dow Jones posting gains. The FSSTI index, however, closed lower, reflecting regional market volatility.
- OKP Holdings delivered strong FY25 results, with net profit beating estimates and maintaining exceptional margins, supported by robust government infrastructure contracts and a sizable order book. Management increased dividends, reflecting confidence in sustained profitability.
- Marco Polo Marine completed a private placement, raising S\$21 million from institutional investors. Funds will support expansion in offshore wind energy logistics, and the company prepares to list its renewable subsidiary in Taiwan. Shares are seen as supported by recent placement pricing.
- Fund flow data shows institutional investors were net sellers, while retail investors also sold, with sector rotation evident in financials, real estate, and technology.
- Macro news highlights stable inflation expectations in the US, with the Fed potentially having room to cut rates if the labor market slows further. China/Hong Kong markets are seeing increased cross-border fund flows, driven by investors seeking higher returns and overseas exposure.
- Dividend announcements and share buyback activities are noted across several Singapore-listed companies, with upcoming ex-dividend dates provided.
Above is an excerpt from a report by Lim & Tan Securities. Clients of Lim & Tan Securities can be the first to access the full report from the Lim & Tan Securities website : www.limtan.com.sg
